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Hapanowicz And Associates Financial Services, Inc. (Pittsburgh)


Hapanowicz And Associates Financial Services, Inc. is a large advisory firm based in Pittsburgh. It manages $171.23 million of regulatory assets for 348 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdictions of Florida, Maryland, Ohio, and Pennsylvania.

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Hapanowicz And Associates Financial Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and educational seminars and workshops. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Hapanowicz And Associates Financial Services: assets under management

The assets under management (AUM) of Hapanowicz And Associates Financial Services, Inc. is $171.23 million. The firm's AUM has grown by 31% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $168.73 million in discretionary accounts and $2.5 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $546.05 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $64.16 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Hapanowicz And Associates Financial Services, Inc. for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Pittsburgh

The principal office where Hapanowicz And Associates Financial Services, Inc. performs its advisory services is located at 301 Grant Street, Pittsburgh, PA 15219, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 412-261-5966 or by fax 412-261-3353. The normal business hours are 9:00 to 5:00 on Monday - Friday. You can find more information about the New York firm at www.hapanowicz-associates.com.


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